Transform your data strategy with Teikametrics BI and deliver the insights your clients need. Our cutting-edge BI custom functionality empowers your team to scale efficient workflows and dashboards, maximizing productivity and driving success. You can elevate your business intelligence today and stay ahead of the competition with Teikametrics' Business Intelligence solution.

Customized dashboards are now a part of Flywheel Agency Edition. Beyond the robust templated dashboards, users can create dashboards from scratch or edit existing ones.

Stop wasting time on manual report creation and tedious data transfers. With Teikametrics Flywheel, you can create custom in-app dashboards and provide clients with direct access to dashboards. Streamline your reporting process and impress your clients with instant, up-to-date insights.

Why Custom Dashboards Matters

Granular Insights: Go beyond the surface and uncover hidden trends. Create tailored dashboards to answer your client's specific questions. Provide a clear picture of your advertising effectiveness across channels.
Actionable Plans: Data without direction is just information overload. Teikametrics BI 2.0 doesn't stop at insights; it translates them into actionable steps. Our dashboards will guide you toward optimizing campaigns, allocating resources efficiently, and maximizing your return on investment (ROI).
Strategic Storytelling: Compelling visuals and clear narratives transform data into a powerful story. Teikametrics BI 2.0 dashboards are designed to inform strategic conversations with stakeholders and drive impactful decision-making.

How to get started

Please reach out to your sales/account manager to ensure your account is eligible and set up with the right access.
Ensure you have created your client's Flywheel account and connected their marketplace data connections. The agency admin user will be able to create customized in-app dashboards directly within Flywheel within the client's Flywheel account.

Agency Admin User Experience

Step 1: Click on Business Intelligence within Flywheel, then click on “Create new Dashboard”

Step 2: You can create a dashboard from a "Blank Template" or copy and edit an existing templated dashboard, from the list provided.

If you choose the Blank template, you will need to choose the explore type to view the specific data to create the customized dashboard. (See FAQs for more info)

Step 3: Share with the Client

Once you have created a dashboard it will appear in your draft folder. This allows you to make additional customizations and ensure the data is set up as intended before sharing the client. Once you're satisfied with the dashboard you can “Publish” to the Client’s folder. This will create a copy of your dashboard for the clients. Once you have copies of the Client’s Dashboard you can make edits to the dashboard from the Published dashboard. Any changes to the draft version will not be automatically saved to the copied version.

Please ensure you are copying the right dashboard to the right client. While Flywheel will not expose any incorrect customer data, the dashboard titles will be visible to the client.

Once a dashboard is published you can verify what the client views by clicking on the Custom Dashboard from the left BI navigation.

Agency Clients Experience

Once dashboards have been added to your client account they will be able to navigate to the BI page to see all the dashboards that have been shared with their account.

FAQ:

How do I ensure dashboards have optimal loading performance?

We recommend having no more than 25 tiles per dashboard. The more tiles visualizations you have on a dashboard to longer the load time will become.

Where can I get additional training on how to use BI features?

We use Google Looker BI Embed to allow users to create customized BI dashboards.

Terminology. Check out Google's training materials

How can I upload custom 1st party data to further enhance my custom BI dashboards?

Note: If you don't have access, please reach out to our support team

Select Business Intelligence → Upload Custom Data

Select the MCID and download the type of custom data you want to upload. Product, Ads, Budget, DSP.
Open the file fill out the required new fields and upload via Flywheel.
1. Please note:
  1. If a CSV is uploaded then a user goes and updates an updated version but previously filled columns are blank, the blank columns will overwrite any existing data.
  2. The latest upload contains all information required (blanks will overwrite previous data)
Data Processing: it can take up to 1-hour max to get the data loaded into the Flywheel to be used within the BI custom workflow
Create custom dashboards using custom-uploaded metadata

What are some of the terms used within BI mean?

Measures	The fields (or columns) in Looker that are numeric metrics, KPIs, and aggregated fields, typically utilizing sum, average, or count aggregates.
Dimensions	The fields (or columns) in Looker that can help you segment (slice & dice) your metrics on. These are usually categorical or month/ week fields.
Table Calculation	After extracting data, these are the you can create by performing operations (+, -, /, * etc.) with two or more measures based on your requirements.
Filters	These are the conditions based on a field used to limit or extract data based on filter values.
Explores	An explore in Looker is a pre-built dataset that combines multiple tables (or sheets) based on a shared field, allowing you to extract useful insights (metrics) just by clicking on the fields (measures and dimensions) from the tables on the right had side.
Looks	A Look is basically a saved report in Looker. A Look can be made by working on an explore and saving the explore. A look is always based on one explore.
Dashboard	A dashboard is a bigger report that has multiple Looks (reports in it), each report can have different type of visualization.